New Year Financial Checklist
As we move towards the end of yet another year and ponder how fast the last 12 months have come and gone, many of us find ourselves thinking about the
December 23, 2017
Financial Planning
“Tap and go” and then what?
Talk about hammering the plastic. In May 2017 Australia’s 16.7 million credit card accounts were used to make 239 million transactions with a total value of $29.2 billion. We are
December 8, 2017
How much money do you throw away?
While the move is on to become a cashless society, notes and coins are likely to be with us for some time yet. ‘Touch and go’ payments may be increasing,
November 26, 2017
Start planning early to get what you want!
Australians are living longer. According to the World Health Organization, we enjoy the fourth best life expectancy in the world behind Japan, Switzerland and Singapore. Great news for Millennials! Your
November 17, 2017
November 10, 2017
The art of downsizing
The kids have finally left home and now you’re rattling around in a house way bigger than you need. If it’s time to think about downsizing, there’s more to it
October 19, 2017
October 12, 2017
Does money bring happiness?
The short answer is ‘yes’, but only up to a point. People in richer countries are, collectively, happier than people in poor countries. Within countries, people with higher incomes are
October 4, 2017
Financial Basics Foundation – financial literacy for our children
Financial literacy is a fundamental life tool. Teaching our kids about financial management from a young age should be a high priority as this is now recognised as an important
September 24, 2017
Salary sacrifice vs personal contributions to superannuation
Amongst the changes made to superannuation effective 1 July 2017 was the welcome and sensible move to give everyone who makes a personal contribution to super the option of claiming
August 11, 2017
6 steps to protect the future of the family business
To ensure continuity, a succession plan is absolutely essential for every family business. And this is regardless of whether the family runs a global empire, family farm or corner store.
July 21, 2017
Planning ahead for the “Sandwich Generation”
Are you taking care of elderly parents? Do you still have adult children living at home? Do the words ‘meat’ and ‘sandwich’ strike any chords with you? You could be
July 12, 2017